Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$708K
- Dental$157K
- Vision$157K
- Life$157K
- Short-term disability$157K
- Long-term disability$157K
- +1 more
Sponsor portfolio
IVA'AL SOLUTIONS, LLC
EIN 47-4596398Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$864K premiums
Participants
353
14307 JARRETTSVILLE PIKE, SUITE A - PHOENIX, MD 21131703-953-1112
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $864K premiums / 224 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- UNITEDHEALTHCARE INSURANCE COMPANY82%
- METROPOLITAN LIFE INSURANCE COMPANY18%
Broker market share
Schedule A broker compensation
72%top
- BROWN & BROWN INSURANCE SERVICES72%
- UNITED PRODUCERS GROUP LLC15%
- THE CASON GROUP INC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IVA'AL SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$2.9M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IVA'AL SOLUTIONS, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$864K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IVA'AL SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | 401k | $2.9M | 217 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IVA'AL SOLUTIONS, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $864K | 224 | 2025 |
Retirement plans
Welfare plans